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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $21,702 |
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $10,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,507 | $132,049-41.3% | $200,582-61.4% | $74,304+4.3% |
| Participation rate | 97.2% | 84.1%+13.1pp | 86.9%+10.3pp | 60.3%+36.8pp |
| Annual return | 11.33% | 22.22%-10.9pp | 42.33%-31.0pp | 29.43%-18.1pp |
| Employer contribution / active EE | $8,108 | $4,558+77.9% | $6,419+26.3% | $2,241+261.8% |
| Participant deferral / active EE | $4,781 | $7,213-33.7% | $9,331-48.8% | $3,767+26.9% |
| Admin fee / account holder | $311 | $2,405-87.1% | $16,305-98.1% | $2,969-89.5% |